We are live on ! Find out more

1,547 hedge funds and large institutions have $84.6B invested in Boeing in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 534 increasing their positions, 662 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 65

8% more capital invested

Capital invested by funds: $78.1B → $84.6B (+$6.46B)

6% more funds holding in top 10

Funds holding in top 10: 94100 (+6)

2% more funds holding

Funds holding: 1,5141,547 (+33)

1.78% less ownership

Funds ownership: 72.58%70.81% (-1.8%)

19% less repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 662

44% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.87B

Holders
1,547
Holders Change
+33
Holders Change %
+2.18%
% of All Funds
38.57%
Holding in Top 10
100
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.38%
% of All Funds
2.49%
New
114
Increased
534
Reduced
662
Closed
65
Calls
$1.05B
Puts
$1.87B
Net Calls
-$815M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1501
Baystate Wealth Management
Massachusetts
$55K
HA
1502
Harfst & Associates
Wyoming
$50K -$2.79K -15 -6%
HCM
1503
Highlander Capital Management
New Jersey
$50K
TIM
1504
Tortoise Investment Management
New York
$49K
RCG
1505
Ruggie Capital Group
Florida
$48K -$18.1K -97 -29%
AIS
1506
Accurate Investment Solutions
Pennsylvania
$47K +$4.28K +23 +11%
MBT
1507
Monroe Bank & Trust
Michigan
$47K +$18.6K +100 +71%
JWA
1508
JFS Wealth Advisors
Pennsylvania
$44K
WAS
1509
Winch Advisory Services
Wisconsin
$44K
MUS
1510
Mitsubishi UFJ Securities
Japan
$42K -$46.5K -250 -54%
CFG
1511
CKW Financial Group
Hawaii
$40K
FFW
1512
Fusion Family Wealth
New York
$40K
FPB
1513
First PREMIER Bank
South Dakota
$40K +$37.2K +200 New
WAM
1514
Watermark Asset Management
California
$39K
OFS
1515
Orrstown Financial Services
Pennsylvania
$38K -$7.45K -40 -17%
SA
1516
SpiderRock Advisors
Delaware
$37K
HCC
1517
Hirtle Callaghan & Co
Pennsylvania
$36K -$8.19K -44 -19%
DIA
1518
Davidson Investment Advisors
Montana
$34K -$14K -75 -30%
FBT
1519
First Bank & Trust
South Dakota
$31K +$25.1K +135 +675%
JIR
1520
James Investment Research
Ohio
$30K
AWA
1521
Artemis Wealth Advisors
New York
$29.7K
BCI
1522
Brinker Capital Investments
Pennsylvania
$29K -$10.2K -55 -28%
JT
1523
Jump Trading
Illinois
$28K +$26.3K +141 New
PMFA
1524
Plante Moran Financial Advisors
Michigan
$27K -$5.03K -27 -17%
AA
1525
AlphaMark Advisors
Kentucky
$25K

BA Hedge Fund Activity: Q2 2017 in Review

1,547 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2017, worth a combined $84.6B — up 8.3% from $78.1B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new BA positions and 65 closed out — a net gain of 49 holders — while 534 added to existing stakes and 662 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $903M. The largest seller was Capital World Investors, cutting an estimated $832M.

  • 1,547 institutional investors held Boeing (BA) as of Q2 2017, up from 1,514 in Q1 2017.
  • Funds reported $84.6B of Boeing stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 114 funds opened new Boeing positions in Q2 2017 and 65 closed out, a net change of +49 holders.
  • The largest Boeing buyer in Q2 2017 was Janus Henderson Group, an estimated $903M added.
  • The largest Boeing seller in Q2 2017 was Capital World Investors, an estimated $832M sold.

Based on aggregated 13F filings for Q2 2017.